Sean HeaneyCRD Number: 5565387
Current Firm: Principal Securities, Inc.
Sean Heaney (CRD# 5565387) is an Investment Advisor Representative working at Principal Securities, Inc. in Katy, TX and has over 9 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Heaney Group Inc.||Katy, TX||Apr 2011 - Current||7|
|Principal Life Insurance Company||Katy, TX||Mar 2011 - Current||7|
|Princor Financial Services Corporation||Katy, TX||Mar 2011 - Current||7|
|Ing Financial Partners, Inc.||Des Moines, IA||Aug 2008 - Mar 2011||2|
|Cramer & Cramer||Houston, TX||Jul 2008 - Oct 2009||1|
|Lincoln Financial Group||Houston, TX||Aug 2006 - Jul 2008||1|
|Unumprovident Corporation||Houston, TX||Jun 2001 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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